Be an early applicantLess than 25 applicants

Company

SugarCRM · 4 hours ago

Financial Planning and Analysis Specialist

United States

Full-time

Remote

Entry, Mid Level

$75K/yr - $100K/yr

2+ years exp

Maximize your interview chances

Cloud ComputingCommunities

Work & Life Balance

Insider Connection @SugarCRM

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Assist in the development and consolidation of annual budgets and quarterly forecasts.

Collaborate with department heads to collect and analyze financial inputs for budgets and forecasts.

Monitor budget vs. actuals and update forecasts as necessary.

Prepare monthly, quarterly, and annual financial reports for senior management.

Analyze financial data, to identify trends, variances, and opportunities for improvement.

Create reports, dashboards, and presentations to communicate financial and sales performance trends to key stakeholders.

Develop, maintain, and improve financial models to support business planning and strategic initiatives.

Use financial models to conduct scenario analysis, and provide insights and recommendations based on model outcomes.

Conduct monthly variance analysis to compare actual results against budget/forecast.

Provide explanations for variances, and suggest actions to address discrepancies.

Identify and analyze key drivers impacting financial performance and sales targets.

Support ad-hoc financial analysis and projects as needed, including M&A activities, cost-cutting initiatives, and profitability assessments.

Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.

Identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.

Assist in automating and streamlining financial reporting processes.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FP&AFinancial ModelingData AnalysisExcelGAAP PrinciplesPowerPointCRM ToolsAdaptive InsightsNetSuiteData Visualization ToolsB2B SaaS ExperienceAccounting Knowledge

Required

2-4 years in FP&A, doing quantitative data analysis, building financial models, and using data to drive decision-making

BA/BS in Finance, Accounting, or similar field.

Advanced skills in Excel, PowerPoint; strong data analysis, problem-solving, and communication skills (able to interpret and present complex data and provide actionable insights, clearly and concisely)

Familiarity with GAAP principles, attention to detail, and ability to manage tight timelines.

Strong interpersonal skills for cross-functional collaboration.

Preferred

Experience with CRM tools (SugarCRM preferred), Adaptive Insights, and NetSuite.

Familiarity with data visualization tools (e.g., Power BI, Tableau).

B2B SaaS industry experience and strong accounting knowledge.

Benefits

Excellent healthcare package for you and your family

Savings and Investment – 401(k) match

Unlimited Paid Time Off

Paid Parental Leave

Online Legal Services (Rocket Lawyer)

Financial Planning Services (Origin)

Discounted Pet Insurance (Embrace Pet Insurance)

Corporate Benefit Program (Working Advantage). This benefit offers you exclusive travel and entertainment offers and special discounts that are not available to the general public

Health and Wellness Reimbursement Program

Travel Discounts

Educational Resources - Career & Personal Development Program

Employee Referral Bonus Program

We are a merit-based company - many opportunities to learn, excel and grow your career!